Dollar Strength Won't Continue in 2021, Says Steven Englander

The video discusses the dollar's performance in 2021, highlighting inflation expectations and the influence of emerging markets on global demand. It examines short positioning trends and the potential shift from fiat currency to crypto. Long-term drivers of the dollar, such as growth differentials and asset attractiveness, are analyzed. The dynamics between the euro and the dollar, including central bank strategies, are also explored.

What role do inflation expectations play in the dollar's performance?

What factors are contributing to the current weakness of the dollar?

How do emerging markets influence the strength of the dollar?

What challenges do cryptocurrencies pose to traditional fiat currencies like the dollar?

Discuss the implications of the US fiscal policy on the dollar's value.

What are the potential long-term effects of a weak dollar on the US economy?

How does the relative strength of the euro compare to the dollar in the current economic climate?